Today's trail

Modal CEO: Who Wins the Inference Market | What Happens to the Cost of Compute｜20VC

5 AI Infrastructure Stocks to Buy and Hold Through 2030

When most people think about investing in artificial intelligence, they think of chip stocks, hyperscalers, or the upcoming IPOs of the massive companies that produce AI models. But building AI capacity requires much more than the processors and models that millions of people use in their daily lives.

The White House Has Secret Rules for Testing Powerful AI – And It Won’t Release Them

Qwen4 nears launch as Alibaba faces doubts over its open-source pledge after Qwen 3.7 shipped closed following a leadership exodus at the Qwen team.

Amazon: AWS, AI Chips, & Retail Expansion Spur Growth

Amazon is investing in cross-border logistics, faster delivery networks and localized marketplace features across Europe, Asia, and Latin America, positioning it to capitalize on areas where digital retail penetration remains comparatively low.

Google highlights October AI launches, including Gemini 4 Carbon

Google recapped October AI launches led by Gemini 4 Argon and Gemini 4 Carbon, alongside Genie 4, SynthID expansion and other research updates.

Anthropic | History, Controversies, & Claude AI

Why Morgan Stanley is turning advisors loose to build their own AI agents

Morgan Stanley's head of AI for its wealth management division said advisors have so far 'curated' nearly 50,000 AI agents. It's a hands-on approach not common at large wealth managers.

The Next Million-Dollar Company Could Have Just One Employee, With AI Agents Doing The Rest: Report

From answering sales emails to monitoring finances, entrepreneurs are building businesses with AI teams instead of traditional employees.

Agent Arena finds AI agents read about 93 tokens for every one they write

Arena.ai's Agent Arena found top AI agents process about 93 input tokens per output token, making prompt caching the key driver of costs.

ChatGPT Plus vs Pro: Which Plan You Actually Need

ChatGPT Plus is $20 a month and Pro is $100, $200 or $500. Compare the models, usage tiers and Codex access, and see when upgrading is a waste of money.